Mortgage & Insurance Brokers

Broker automation that calls back before the other five.

Buyers fill five forms in ten minutes and go with whoever calls back first — with a real answer. Avelle responds instantly, pre-qualifies for product fit, and routes to the right broker.

Setup from $2,500, then $650/mo· individual or brokerageSee full pricing →
Instant speed-to-leadProduct-fit pre-qualificationBased in British Columbia

Broker automation responds to an enquiry within seconds at any hour, pre-qualifies for product fit without giving advice, and routes the file to the right licensed broker.

By Daria Morrison, Founder & AI Systems Architect at Avelle Solutions · Last updated August 2026

Key takeaways

  • Instant speed-to-lead response: replies within seconds of any enquiry, at any hour.
  • Product-fit pre-qualification: establishes situation, timeline and rough position up front.
  • Routing to the right broker: matches the enquiry to the broker who handles that product.
  • Compliance-aware intake: captures what is needed in a consistent, documented format.
  • Cost: Setup from $2,500, then $650/mo — individual or brokerage.
  • Timeline: most builds go live in two to four weeks.
The problem

Where broker leads are won and lost.

In the first ten minutes. Almost nothing after that changes the outcome.

Five forms, ten minutes

A buyer comparison-shops five brokers at once. First substantive callback wins, and the rest are quoting into a decision already made.

Evening and weekend enquiries

People research mortgages after work and on Sundays. A Monday morning reply is four days too late.

Unqualified discovery calls

Thirty minutes establishing that someone's situation does not fit any product you can place.

Intake done twice

Details collected in a call, then collected again on a form, because nothing structured was captured the first time.

What we build

Four systems built around the first ten minutes.

Because that window closes whether or not anyone was available.

Instant speed-to-lead response

  • Replies within seconds of any enquiry, at any hour
  • Opens a real conversation rather than an acknowledgement
  • Works evenings and weekends when buyers actually research
  • Books the call while you are still the first to respond

Product-fit pre-qualification

  • Establishes situation, timeline and rough position up front
  • Identifies which products could realistically fit
  • Screens out enquiries no available lender would place
  • Ensures a discovery call starts with the facts in hand

Routing to the right broker

  • Matches the enquiry to the broker who handles that product
  • Balances across the team rather than first-come
  • Escalates time-critical cases immediately
  • Keeps the full conversation attached to the handoff

Compliance-aware intake

  • Captures what is needed in a consistent, documented format
  • Avoids giving advice — gathers facts and books the broker
  • Runs on secure Canadian infrastructure you control
  • Creates a written record of every initial interaction
The comparison that matters

What are you comparing this against?

Usually an assistant, or answering enquiries yourself whenever you can get to them.

OptionUp frontOngoingEvenings & weekendsFollows up every timeAbsorbs a volume spike
Hire an assistant$40,000+/yrNoNo — dropped when busyNo — hire again
Reply when you canNoNoNo
Build the systemsfrom $2,500from $650/moYesYesYes

Salary figures are general Metro Vancouver ranges for comparison, not quotes. Run your own numbers in the savings estimator.

How it works

How long does it take to go live?

We build around how you already run — you do not change your systems to suit ours.

  1. 01

    Map your products and criteria

    We define what you can place, what you cannot, and the questions that establish fit without giving advice.

  2. 02

    Connect your CRM

    We integrate so every conversation, qualification detail and routing decision writes into your existing records.

  3. 03

    Set the compliance boundaries

    We agree precisely what the system may say, what it must not, and what always routes to a licensed broker.

  4. 04

    Launch and tune

    We go live, review early conversations, and tighten qualification against the enquiries that actually place.

Where mortgage & insurance brokers revenue leaks, and the system Avelle builds to close each gapWhere it leaksWhat we buildFive forms, ten minutesInstant speed-to-leadresponseEvening and weekendenquiriesProduct-fitpre-qualificationUnqualified discoverycallsRouting to the rightbrokerIntake done twiceCompliance-aware intake
How Avelle closes each gap for mortgage & insurance brokers.
What we build toward

What outcomes do we design for?

The targets every build in this sector is scoped against.

<60s

target first response, evenings and weekends included

24/7

enquiry capture and pre-qualification

2—4 wks

from first consultation to a live system

Design targets, not guaranteed results. Outcomes vary by business size, volume and starting point.

Integrations

Will it work with the tools we already use?

Avelle is platform-agnostic. We connect to your stack rather than asking you to migrate.

HubSpotSalesforceVelocityFinmoGoogle CalendarCalendlyTwilioSMS
Explore related services

The pieces this is built from.

Most builds in this sector combine these three. Start with whichever is leaking most.

FAQ

Frequently Asked Questions

What does broker automation cost?

Builds start at $2,500 setup plus $650/mo on Launch, covering instant response, pre-qualification and CRM integration. Brokerages routing across a team typically move to Growth at $4,500 setup plus $1,500/mo.

Does it give financial advice?

No, and it is built specifically not to. It gathers facts, establishes rough product fit, and books a licensed broker. Anything approaching advice or a recommendation routes to a person immediately.

Will it integrate with our CRM?

Yes. Avelle connects to HubSpot, Salesforce, Velocity, Finmo and similar systems so conversations and qualification details write into the records your team already works from.

Is client financial information secure?

Yes. Deployments run on secure Canadian infrastructure with encryption in transit and at rest, scoped against BC PIPA and your regulatory obligations. You retain ownership and control of client data.

How long until it is live?

Most broker builds go live in two to four weeks. Compliance boundaries take careful scoping, and we would rather define them properly than launch something that oversteps.

The 60-day zero-risk promise
Measurable, documented improvement within 60 days — or we keep optimising at no additional cost until you see it.
How it works →

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